In today's market where >$1T of dry power is driving valuations high, acquisition and growth strategies need new thinking:

  • Valuations not just based on DCF, but on true growth potential

  • Growth strategies: Price, volume, mix, cost management

  • Leadership enhancement building high performing cultures

 Advisory Areas 

 Board and Advisory Positions 

AT PE FUND LEVEL

Portfolio management

  • White spaces​, investment thesis, market assessments

Acquisition reviews

  • Valuation, talent, technology, operations, sales channel, brand assessment, customer surveys

Investment strategies

  • Leverage ratios​, alternative financing

Exit strategies

  • Development of high impact CIMs

  • Q of E oversight

  • Preparation of management teams for presentation

  • Selection of bankers (direct sale strategies)

 

PORTFOLIO COMPANY LEVEL

M&A

  • Valuation​

  • Growth strategy

  • Leadership assessment

  • Technology assessment

Strategy

  • Five forces; Competitive assessment

  • Growth options

Sales and Marketing

  • Channel assessment (Reps vs. Direct vs. Dist)

  • Sales training

  • Pricing strategies

  • Branding

  • CRM systems

Financial oversight

  • Deep understanding of financial statements

  • Techniques to expose hidden cost

Technology assessment

  • New product development process

  •  Technology review / revamp

Operational excellence

  • Net labor eficiency, overall operational
    effectiveness, total effective equipment
    performance

  • Lean processes, queue time reduction

  • Quality systems

Leadership Development

  • Entry and mid-level manager training

  • Senior leadership development

Graycliff Partners, LP (Since August 2021) -

Operating Advisor to the PE firm's portfolio of companies.

 

Landmark Structures (Since April 2022) - Board Member transforming family owned construction company. Targeting multiple M&A opportunities to broaden product offering.

Valuation multipler: Adding asset management services (recurring revenue).

Electromechanical Corp (Since Oct 2021) - Board Member. Reducing base cost, broadening customer base. 

Mustang Extreme (Since May 2020) - Board Member focused on growth strategies for

environmental services and composite mats reseller (PE backed).

Worldwide Electric (Since March 2020) - Executive Chairman pinpointing strategic growth for distributor of electric motors​ - PE backed.

Xaloy (Since Jan 2021) - Advisor. Assisted with Due Diligence. Now honing improvment of profitability, and growth strategy for PE backed bimetallic components manufacturer.

YagnaiQ (Since 2019) - Advisor for SaaS sales acceleration platform utilizing multi-vendor historical sales transactions data, namely Installed Base Data (IB), to churn new Up-sell / Cross-sell opportunities with the help of its analytics and machine learning capabilities.

Signature Systems (2017 - October 2020) - CEO and Board Member for composite matting manufacturer. Grew revenue 1.5x; EBITDA 7x. Sold company for 5x MOIC. Continuing to drive growth with new investors.

Horsburgh & Scott (2014 - 2017) -

CEO and Board Member, drove a turnaround

Non-profits

Calcutta Rescue (Since 2007)

Board member for Orphanage in Calcutta, India

  • Fund-raising and special projects

North Texas Food Bank (Since 2019)

Advisory Board Member

  • NTFB distributes donated, purchased and prepared foods through a network of nearly 1,000 feeding programs and 262 Partner Agencies in 13 North Texas counties.